Personal Trust Services

If you're concerned with the management of your property during your lifetime or after your death, consider setting up a trust. The trustee you select should be able to provide continuous, comprehensive management with both administrative and investment expertise.

What is a trust? It's created by a document that lets you transfer property to a trustee so that the property may be administered for the benefit of yourself or others. The trust:

  • Manages some or all of your assets;
  • Operates now or at any time in the future;
  • Accomplishes your stated objectives;
  • Employs whatever terms you choose;
  • Is subject to your investment discretion.

Trusts offer you flexibility and confidentiality. You can fund a trust with almost any kind of asset: cash, securities, income-producing real estate, or insurance proceeds. You may retain or give your trustee as much control as you desire. You can specify how and to whom the income will be paid, for what purposes and the method of distribution. In short, you can design a trust to do whatever is necessary to meet your needs.

Selecting a family member to serve as your Trustee can create family tension. A Corporate Trustee can provide impartial decision making that may protect and preserve your estate. Professional asset management may also improve the rate of return on your assets and provide a decision making process that is not influenced by emotions. We welcome the opportunity to serve as Co-Trustee with family members.

Not a deposit       Not FDIC insured       Not insured by any federal government agency
Not guaranteed by the bank       May go down in value

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